ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,521 | -6.2% | 1,506 | -1.6% | 0.08% | 0.0% |
| Q2 2023 | $400,326 | +3.6% | 1,531 | -0.8% | 0.08% | -3.4% |
| Q1 2023 | $386,247 | -2.6% | 1,544 | -5.8% | 0.09% | -4.4% |
| Q4 2022 | $396,458 | +13.6% | 1,639 | +2.9% | 0.09% | -1.1% |
| Q3 2022 | $349,000 | -3.1% | 1,593 | 0.0% | 0.09% | -14.0% |
| Q2 2022 | $360,000 | +23.7% | 1,593 | +46.8% | 0.11% | +55.1% |
| Q1 2022 | $291,000 | -5.2% | 1,085 | 0.0% | 0.07% | -4.2% |
| Q4 2021 | $307,000 | +7.7% | 1,085 | 0.0% | 0.07% | -6.5% |
| Q3 2021 | $285,000 | -2.4% | 1,085 | 0.0% | 0.08% | -3.8% |
| Q2 2021 | $292,000 | +3.5% | 1,085 | 0.0% | 0.08% | -5.9% |
| Q1 2021 | $282,000 | +11.9% | 1,085 | -1.2% | 0.08% | +2.4% |
| Q4 2020 | $252,000 | +15.1% | 1,098 | -6.9% | 0.08% | +1.2% |
| Q3 2020 | $219,000 | +4.3% | 1,180 | 0.0% | 0.08% | -2.4% |
| Q2 2020 | $210,000 | -21.1% | 1,180 | -8.8% | 0.08% | -13.4% |
| Q4 2019 | $266,000 | +29.1% | 1,294 | +21.3% | 0.10% | +16.9% |
| Q3 2019 | $206,000 | -0.5% | 1,067 | 0.0% | 0.08% | +2.5% |
| Q2 2019 | $207,000 | +2.5% | 1,067 | 0.0% | 0.08% | -5.8% |
| Q1 2019 | $202,000 | -54.3% | 1,067 | -51.5% | 0.09% | -5.5% |
| Q3 2018 | $442,000 | +106.5% | 2,198 | +100.0% | 0.09% | +1.1% |
| Q2 2018 | $214,000 | +7.0% | 1,099 | +3.0% | 0.09% | +4.7% |
| Q1 2018 | $200,000 | -1.5% | 1,067 | 0.0% | 0.09% | +2.4% |
| Q4 2017 | $203,000 | – | 1,067 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 800,218 | $142,295,000 | 58.78% |
| Leonard Rickey Investment Advisors P.L.L.C. | 243,400 | $43,281,000 | 28.17% |
| HBC Financial Services, PLLC | 158,955 | $29,111,000 | 26.14% |
| LVZ, Inc. | 492,760 | $87,623,000 | 19.62% |
| FFT WEALTH MANAGEMENT LLC | 364,583 | $64,830,000 | 19.50% |
| Affiance Financial, LLC | 183,510 | $32,632,000 | 17.74% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,588 | $55,584,000 | 17.53% |
| Millburn Ridgefield Corp | 1,450,610 | $257,947,000 | 17.12% |
| New England Professional Planning Group Inc. | 109,770 | $21,337,000 | 16.48% |
| TRUEFG, LLC | 117,752 | $20,939,000 | 15.80% |